Manage your Enterprise account

The Enterprise plan lets you create a shared account for you and your co-workers with the ability to group users as separate teams. Enterprise accounts have a single owner but can have multiple admins and members. All users share a pool of tasks, and all usage is billed via one invoice. Team accounts can share Zaps and app connections, making collaboration easier.

Invite users to your Enterprise account

• Go to your Members page.
• In the upper right, click Invite Members.
• In the Email(s) field, enter the email address for the user you want to invite.
  • You can invite multiple team members at once by using commas or spaces to separate each email address.
• (Optional) Select a role for the user. Member is the default.
• After you enter one or more email addresses, the Invite button at the bottom of the page will become enabled. Click Invite.

People invited to join your account will receive an email notification to accept the invite. If they do not have a Zapier account already, they'll be able to create one for free. If they already have a Zapier account, they'll be added as a user in your team when they accept your invite.

There's no additional cost for adding a user—to you, or the person you invite.

Note

• The invite is only valid for the email used to add the member. If the person creates an account with a different email address, they will not have access to your account. This also applies to email aliases.
• If you manually add a member to your Enterprise account, they'll have both an Enterprise and a personal account.

Manage user roles and permissions

There are four roles in Enterprise accounts: Member, Admin, Super Admin, and Owner. The table below indicates the permissions available for each role.

You can have an unlimited number of users in your account. Each user will have their own account with their own username and password, and can enable two-factor authentication (2FA) on their account. Learn more about data privacy in Enterprise accounts.

To change a member’s role:

• Go to your Members page.
• In the list of users, click the three dot icon next to the user. A dropdown menu will open.
• Select Update role. A modal will appear.
• Select a new role for the user.
• Click Update.

Note

• You should have at least one super admin or admin on the account to assist with account management.
• Super Admins have a broad set of permissions, including the ability to view, share, delete, and export your members’ public and private content on Zapier. By proceeding, you agree that you have the right to grant these permissions.

 

Verify your domain

The account owner, super admins, and admins can see who created Zapier accounts using their work email address on the account’s verified domain(s). Domain insights helps to ensure that the entire enterprise is using a single account and security policies are enforced org-wide. Learn more about domain insights.

Manage access to apps

The account owner, super admins, and admins can decide which apps your team can connect to Zapier. For example, you can prevent any data from your CRM from being used in Zapier by blocking your specific CRM app. Learn more about how to manage your apps in Zapier.

Manage data retention

Customize your Zap history retention to match your organization's legal and regulatory requirements, or extend your Zap history up to 90 days to help with Zap troubleshooting. Learn more about custom data retention.

Note

Zapier's Data Retention, deletion, and export practices vary depending on the product. Learn more about the specific guidelines for the product you're using.

Transfer ownership of your account

Only the account owner can change ownership of the account to a different user. If the existing account owner does not have a separate Zapier account, a new one will be created for them during the transfer and their role will switch to Member.

Learn more about how to transfer ownership of your account.

Remove users from your account

Before removing users from your account, follow these instructions to offboard your users.

Leave your account

If you're not the account owner, you can leave an Enterprise account.

• Go to your organization settings.
• Click Leave Organization.

Any Zaps you own will be transferred to the Enterprise account owner.

Additional features

Other features in Enterprise accounts include:

• Share an existing private folder.
• Easily track team usage.
• Bring your existing Zaps into your Enterprise account.
• Share Zap folders.
• Share connected accounts.